Financial ADVSR advisor directory · SEC adviser records
Jacobi Capital Management, LLC financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Jacobi Capital Management, LLC office in Pennsylvania, by city and A to Z.
The short answer
25 registered advisors work at Jacobi Capital Management, LLC in Pennsylvania, out of 27 nationwide; it's the firm's number 1 state by advisors, and the most are in Pittston (19). 4 list the CFP designation and 22 are also registered broker representatives.
Jacobi Capital Management, LLC advisors by city in Pennsylvania
Every firm in Pennsylvania →Jacobi Capital Management, LLC advisors in Pennsylvania, A to Z
Search by name →- Andrew R. AvellanPittston
- Rodman C. AzarPittston
- Kyle A. BainPittston
- Michael C. BreePittston · Certified Financial Planner, Chartered Financial Consultant
- Joseph J. ButcherPittston
- Joseph G. ButcherPittston
- Joseph R. CiavarelliBerwyn · Chartered Financial Analyst
- Richard C. Clark Jr.Pittston · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey P. ClementePittston · Certified Financial Planner
- Brandon M. CostantinoPittston
- Karen R. DarbyPittston
- Troy V. EdwardsPittston
- Mathew S. HammerBerwyn
- Mary E. HirthlerBerwyn
- Michael J. HirthlerWilkes Barre
- Kathleen A. JohnsonBerwyn
- Michael D. LovecchioBerwyn · Certified Financial Planner
- Amy M. LynottPittston
- Jason J. MailePittston
- Anthony S. MartinelliPittston
- John B. McCarthyPittston
- Daniel P. McDonoughPittston
- Robert S. RollandPittston
- Stephen M. SalingerPittston
- Timothy J. YurekPittston
Jacobi Capital Management, LLC advisors in every state →Jacobi Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Jacobi Capital Management, LLC financial advisors are in Pennsylvania?
25 investment adviser representatives are registered at Jacobi Capital Management, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 4 list the CFP designation and 22 are also registered as broker representatives.
Where in Pennsylvania does Jacobi Capital Management, LLC have the most advisors?
Pittston, with 19, then Berwyn (5). Jacobi Capital Management, LLC has advisors in 3 cities in Pennsylvania.
How do I check a Jacobi Capital Management, LLC advisor in Pennsylvania?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jacobi Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.